HERITAGE WEALTH ADVISORS

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 04/03/2025
Adviser Type - Large advisory firm
Number of Employees 36 20.00%
of those in investment advisory functions 17 6.25%
Registration SEC, Approved, 10/27/2005
AUM* 4,567,546,731 48.21%
of that, discretionary 4,451,862,837 47.55%
Private Fund GAV* 166,114,193 -19.98%
Avg Account Size 2,814,262 22.83%
% High Net Worth 55.19% -3.69%
SMA’s Yes
Private Funds 12 10
Contact Info 804 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

3B 3B 2B 2B 1B 931M 465M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count12 GAV$166,114,193

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser UBS REALTY INVESTORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.5b Total Private Fund GAV2.5b AUM2.5b #Funds4
Adviser ARCHPOINT INVESTORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund36.1m Total Private Fund GAV36.1m AUM3.7b #Funds2
Adviser FRANKLIN STREET ADVISORS INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund156.2m Total Private Fund GAV156.2m AUM3.9b #Funds5
Adviser KBI GLOBAL INVESTORS (NORTH AMERICA) LTD Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund272.6m Total Private Fund GAV272.6m AUM2.1b #Funds3
Adviser TWIN FOCUS CAPITAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund51.5m Total Private Fund GAV51.5m AUM4.0b #Funds6
Adviser BARON CAPITAL MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund886.3m Total Private Fund GAV886.3m AUM4.1b #Funds4
Adviser STABLE ASSET MANAGEMENT LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.1b Total Private Fund GAV1.1b AUM4.3b #Funds12
Adviser FOCUSED INVESTORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.2b Total Private Fund GAV1.2b AUM3.2b #Funds1
Adviser MATTER FAMILY OFFICE Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund151.0m Total Private Fund GAV151.0m AUM3.5b #Funds1
Adviser CARDINAL CAPITAL MANAGEMENT, L.L.C. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM386.3m #Funds-